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Blog

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Glen Zaugg | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Glen Zaugg | Sep 6, 2024

Avantax Market Update – September 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for August and then shifts to discussion around the
Read More
Glen Zaugg | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Glen Zaugg | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
Avantax Market Update
Glen Zaugg | Aug 5, 2024

Avantax Market Update – August 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around the
Read More
Digital art image of a business person looking through a large set of binoculars.
Glen Zaugg | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Glen Zaugg | Jul 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Avantax Market Update
Glen Zaugg | Jul 5, 2024

Avantax Market Update – July 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for June and then shifts to discussion around
Read More
Close-up image of an elderly hand being held by a younger-looking hand
Glen Zaugg | Jul 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
Digital art of a lawyer standing next to a large document and gavel.
Glen Zaugg | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
Avantax Market Update
Glen Zaugg | Jun 7, 2024

Avantax Market Update – June 2024

Finance
Education
Investments
Risk Management
Retirement
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for May, discusses earnings, the economic backdrop
Read More
An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Glen Zaugg | Jun 3, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More

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